| 股票名称 |
股票代码 |
持有量(万股) |
市值(万元) |
占净值 |
| 英伟达 |
NVDA US |
98.66 |
134457.24 |
6.91% |
| 苹果 |
AAPL US |
59.88 |
118011.82 |
6.06% |
| 美光科技 |
MU US |
12.69 |
99789.24 |
5.13% |
| 微软 |
MSFT US |
30.29 |
76943.65 |
3.95% |
| 超威半导体 |
AMD US |
18.35 |
72613.61 |
3.73% |
| 亚马逊 |
AMZN US |
43.86 |
71192.85 |
3.66% |
| 特斯拉 |
TSLA US |
20.37 |
58343.19 |
3.00% |
| 谷歌A |
GOOGL US |
23.74 |
57794.14 |
2.97% |
| 英特尔 |
INTC US |
56.57 |
53797.55 |
2.76% |
| 谷歌C |
GOOG US |
22.24 |
53530.32 |
2.75% |
| 博通 |
AVGO US |
19.33 |
49732.82 |
2.55% |
| Meta |
META US |
12.07 |
46319.36 |
2.38% |
| 应用材料 |
AMAT US |
8.94 |
44004.85 |
2.26% |
| 沃尔玛 |
WMT US |
54.91 |
42354.09 |
2.18% |
| 拉姆研究 |
LRCX US |
14.08 |
41542.27 |
2.13% |
| 思科 |
CSCO US |
44.36 |
35489.97 |
1.82% |
| 好市多 |
COST US |
4.99 |
31815.55 |
1.63% |
| 科磊 |
KLAC US |
14.70 |
30212.41 |
1.55% |
| 闪迪 |
SNDK US |
1.67 |
25812.31 |
1.33% |
| 奈飞 |
NFLX US |
47.39 |
23047.52 |
1.18% |
| 派拓网络 |
PANW US |
9.18 |
21332.18 |
1.10% |
| 德州仪器 |
TXN US |
10.24 |
20795.38 |
1.07% |
| Palantir |
PLTR US |
25.84 |
20535.56 |
1.05% |
| 迈威尔科技 |
MRVL US |
9.85 |
19976.95 |
1.03% |
| Linde |
LIN US |
5.20 |
18392.92 |
0.94% |
| 西部数据 |
WDC US |
3.88 |
16876.39 |
0.87% |
| 希捷科技 |
STX US |
2.52 |
16587.06 |
0.85% |
| CrowdStrike Holdings |
CRWD US |
2.87 |
14893.40 |
0.77% |
| 安进 |
AMGN US |
6.07 |
14982.17 |
0.77% |
| 高通 |
QCOM US |
11.86 |
14930.73 |
0.77% |
| 亚德诺 |
ADI US |
5.48 |
14830.36 |
0.76% |
| 百事 |
PEP US |
15.38 |
14186.51 |
0.73% |
| ASML HOLDING NV |
ASML US |
1.03 |
13973.99 |
0.72% |
| T-Mobile US |
TMUS US |
12.18 |
13915.02 |
0.71% |
| Applovin |
APP US |
3.44 |
12075.44 |
0.62% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 信息技术 |
108.26 |
55.61% |
| 通讯业务 |
21.39 |
10.99% |
| 非日常生活消费品 |
18.86 |
9.69% |
| 日常消费品 |
11.02 |
5.66% |
| 医疗保健 |
6.29 |
3.23% |
| 工业 |
6.11 |
3.14% |
| 公用事业 |
2.01 |
1.03% |
| 原材料 |
1.84 |
0.94% |
| 能源 |
0.80 |
0.41% |
| 金融 |
0.29 |
0.15% |
|
